PSA Today Apr 5: Investors sidelined / Weak Feb camera shipments / Slide in Twitch viewing / NTT Data continued overseas push – Nikkei 225 +0.19%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippTags: Fast Retailing (9983 JT), Ryohin Keikaku (7453 JT), Adastria (2685 JT), Kusuri no Aoki (3549 JT), Shimamura (8227 JT), SoftBank Group (9984 JT), ARM, SK Hynix (000660 KS), Mercari (4385 JT), Tokyo Ohka Kogyo (4186 JT), Sony (6758 JT), Canon (7751 JT), Nikon (7731 JT), Tamron (7740 JT), Apple (AAPL US), Twitch, NTT Data (9613 JT), Vectorform, Nexient, Hashmap, Acorio, SAP (SAP GY), Microsoft (MSFT US)
Main Points
• Mixed day as investors remain sidelined
• February camera shipments weak
• Slide in Twitch viewing hints at peak eSports, game streaming
• NTT Data continues to invest in overseas expansion
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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